Data Integration for Investment Banking & Brokerage

Airbyte enables data pipelines for trading platforms, risk analytics, and regulatory reporting with enterprise-grade compliance and sub-second latency.

Industry-Specific Outcomes

Trade surveillance and market abuse detection pipelines

Automated regulatory reporting for SEC, FINRA, and MiFID II

Client 360 dashboards aggregating positions across multiple accounts

Risk analytics integrating trading and market data

Post-trade processing automation for settlement and reconciliation

Popular Connector Workflows

Source System
Destination
Use Case
Plaid
Snowflake
Client account aggregation and wealth management analytics
Alpha Vantage
PostgreSQL
Market data warehousing for research and analysis
Polygon Stock API
BigQuery
360 equity trading surveillance and monitoring
Stripe
Redshift
Payment processing analytics and transaction reconciliation
MySQL
Snowflake
Trading system data integration for compliance reporting

Investment Banking Data Pipeline Architecture

Stream market data, trading systems, and risk platforms through Airbyte to cloud warehouses for analytics and compliance reporting.

Without such an integrated 360-degree view of customer engagement data, it was challenging for internal product teams to reach the right customers at the right time through push notifications or email messages. With Airbyte, we were able to save up to 10% of the marketing budget. In addition, the savings obtained with Airbyte helps the company reinvest into the business to lead to a higher return on marketing investment.
Konrad Schlatte
,
Data Engineer
,
PensionBee

Compliance Considerations

  • SEC Rule 17a-4 with WORM storage and audit trails

  • FINRA recordkeeping with microsecond timestamp precision

  • MiFID II transaction reporting with complete data lineage

  • SOC 2 Type II and ISO 27001 certifications

Recommended Connectors

See all connectors

Alpaca Broker API

Trading and brokerage operations data

Alpha Vantage

Stock market data and financial indicators

Salesforce

Client relationship management and deal tracking

Plaid

Financial account connectivity and verification

Snowflake destination

Data warehouse for financial analytics and reporting

BigQuery

Cloud data warehouse for investment analytics

Related Resources

Financial Market Monitoring with Airbyte and Polygon

Best ETL Tools Financial Enterprise Companies

Audit Logging Compliance

Real Time Data Processing

Accelerate Financial Data Integration

Move faster with secure, compliant, and open-source data integration.